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Each member of our award-winning team strives to develop professionally and personally on an ongoing basis, to provide you with high-touch financial planning and wealth management advice. Our collaborative approach ensures the quality of our work and gives you the attention you deserve.
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Joelle is an integral part of the Client Service Team, providing operational support and day-to-day maintenance of client accounts. Joelle graduated from Pace University, earning her degree in Finance, and is currently pursuing her MBA in Investment Management. She brings prior experience in finance and accounting from various industries. Joelle lives in New York City and is a member of the non-profit, GALS, which educates and empowers young girls to foster positive self-image and increase self-esteem.
Avani has nearly 20 years of experience in the financial industry and her expertise is recognized nation-wide. She is the Director of the National Association of Divorce Professionals (NADP) Manhattan Chapter and is quoted extensively in media outlets such as CNBC, Wall Street Journal, and Investment News, to name a few.
Paul completed his Certified Financial Planner™ (CFP®) designation from New York University’s School for Continuing and Professional Studies and holds the Certified Divorce Financial Analyst® (CDFA®) designation. He is also a Certified Private Wealth Advisor® (CPWA®) which he earned from the Yale School of Management. He is known for his diligence, reliability, and great sense of humor, and has developed an expertise in investment planning, tax planning, insurance planning and estate planning.
Natalie is a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®) and is continually working to deepen her knowledge in the profession. After seven years as an engineer, she realized that her passion for finance overshadowed her engineering career path and decided to make the switch. Specifically, Natalie partners with clients on topics ranging from retirement planning, education funding, charitable giving, insurance preparedness and portfolio management.
Davon is a Certified Financial Planner™ (CFP®) and holds the Certified Divorce Financial Analyst® (CDFA®) designation. Davon brings prior experience from the hedge fund, Millennium Management and as an auditor in the Independence Group at Ernst and Young. Davon supports his clients by implementing solutions that combine investment, insurance, tax, retirement, and estate planning strategies. His positive attitude, reliability and warm disposition make him a huge asset to our team.
Shweta earned her Certified Financial Planner™ (CFP®) designation from New York University’s School for Continuing and Professional Studies as well as her Certified Divorce Financial Analyst® (CDFA) designation. With a background in Economics and a concentration in Business Studies from New York University, Shweta brings valuable experience which she gained at a hedge fund and at a corporate restructuring firm. Shweta goes above and beyond for her clients and excels at all that she does with her great dedication and sharp attention to detail.
Alexandra is a Certified Financial Planner™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®). She received her M.S. in Finance from Fordham Gabelli School of Business, after graduating Cum Laude from Villanova School of Business. Alexandra brings experience from Morgan Stanley Wealth Management, and also has a very personal story of why she became an advisor. When Alexandra’s father passed away, she experienced how life can change overnight and watched her mother take on all the financial responsibilities. Alexandra not only provides her clients with excellent financial advice but is also there for them as a sounding board during difficult times.
Peter is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®) and a Certified Investment Management Analyst® (CIMA®). Peter received his B.S from Northwestern University, double majoring in Economics and Theater. Prior to Francis Financial, Peter conducted research and analyzed data for a nonprofit dedicated to providing paid, mentored internships and career-readiness workshops to under-served high school students. Peter goes above and beyond to ensure that his clients are well taken care of in all aspects of their life, especially during times of change and uncertainty.
Deborah provides excellent support to our clients and team and makes sure that the office runs smoothly. Her responsibilities vary widely, from managing the calendar to coaching the team. Deborah graduated from Barnard College with a major in French literature and a minor in English. For over 20 years, Deborah developed her own photography business, and her passion for photography has taken her to many areas of the world. Deborah ensures that we all have the support we need, both professionally and personally, and we couldn’t do without her intelligence, wisdom, creativity, and compassion.
Sunaina has been leading our marketing efforts for almost a decade through events, media outreach, speaking engagements, podcasting and business strategy. She graduated from The Pennsylvania State University earning degrees in International Politics, International Relations and Business Administration. Sunaina brings experience from roles in Los Angeles, California, and Washington DC, at Legacy Entertainment and Global Drug Development Experts. Our clients and team love working with Sunaina as her incredible positivity, kindness and passion are contagious.
Gabrielle manages our marketing efforts to maintain top-quality care to our trusted professionals and prospective clients through networking, event planning, social media, media outreach, speaking engagements, and educational programming. Raised by parents who are committed to giving back, Gabrielle has always wanted to mirror that in her own career. In addition to excelling at all that she does at Francis Financial, Gabrielle serves as a NextGen Board co-chair for FamilyKind, a non-profit that helps under-served children, parents, and couples cope with separation and divorce.
Shadow is proud to fill the role of security guard and team mascot at Francis Financial. She can often be found on Stacy’s heels, or in her lap, or staring through the window of a meeting that is too private for her to attend, just to make sure that our fearless leader is always protected.
Derek is responsible for overseeing the Client Service Team, which provides operational support and day-to-day maintenance of client accounts. Derek joins Francis Financial with prior experience as a Portfolio Associate at Deutsche Bank, providing wealth management support to high net-worth clients. He also served in the U.S. Air Force Reserve, where he actively serves as a Senior Non-commissioned Officer, responsible for readiness, resiliency, and deployment at the 514th Air Mobility Wing. A proactive, multi-tasker at heart, he is passionate about operational process improvement, business efficiency and risk mitigation.
Stacy is a nationally recognized financial expert with over 20 years of experience in the financial industry. She is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council, and frequently appears in media outlets such as Forbes, Kiplinger, The Wall Street Journal and USA Today.